Revolutionize financial services with process automation that enhances Know Your Customer (KYC) practices, streamlines Estate & Trust Management, and transforms client experiences. Set a new standard in efficiency, compliance, and personalized service.
Elevate your financial institution with automation technologies that streamline operations, ensure regulatory compliance, and deliver exceptional client services in an ever-evolving financial landscape.
Harness automation to revolutionize your KYC procedures, reducing manual efforts, enhancing accuracy, and ensuring compliance with global regulatory standards for a seamless onboarding experience.
Leverage digital solutions to efficiently manage estate and trust operations, providing transparent, compliant, and client-centric services that build trust and loyalty.
Utilize advanced data analytics and automation to deepen client relationships, offering personalized services and proactive advice that positions your institution as a trusted financial partner.
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Transform your KYC processes with our advanced solutions, ensuring compliance, efficiency, and a superior customer experience.
Leverage digital solutions for enhanced efficiency and compliance by strategically streamlining estate and trust management.
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The European legislative administration struggled with complex document handling across 22 languages, relying on manual processes for drafting, translating, converting, and compiling documents. The dependency on human effort led to frequent errors, missed communications, and potential legislative delays due to incorrect document formatting and organization.
Adlib's automated workflow solution streamlined the administration's document handling by automating document ingestion, conversion, and assembly into print- and archive-ready PDFs. This automation improved document accuracy, reduced manual effort, and ensured efficient distribution. The solution provided enhanced interoperability, scalability, and flexibility, enabling seamless document management for international missions and freeing up the team to focus on strategic tasks.
"Automated PDF transformation from Adlib has enabled us to reduce our costs associated with the delays and errors of manual intervention within business processes."- IT Project Manager
The state government agency faced significant issues with an outdated ASCII-based cable communication system, leading to inefficient data retrieval, high operational costs, and compliance challenges with NARA requirements for document preservation. The system's limitations hindered inter-bureau communication, required manual processing, and lacked support for modern media formats and integration with the SMART system for unified messaging.
Adopting Adlib's document transformation technology automated the conversion of cables into PDF/A format, enhancing compliance with NARA standards and improving data accessibility. The solution reduced manual intervention, lowered operational costs, and improved employee efficiency by allowing them to focus on critical public service tasks. Additionally, it facilitated better collaboration, communication, and digital transformation efforts, while also enhancing server capacity and reducing the IT budget.
The municipality faced challenges with manually reviewing and approving welfare applications, leading to errors and duplicate payouts. They struggled to identify duplicate applications across multiple departments, and the paper-based system required cumbersome manual scanning and digitization, resulting in poor searchability and delayed processing.
Implementing Adlib's document transformation and workflow automation solutions automated the digitization and metadata extraction processes, reducing errors and enhancing searchability. The advanced search capabilities improved detection of duplicate applications, preventing fraudulent claims and recovering $20 million annually. Integration with existing systems like FileNet and SharePoint streamlined internal processes, improved collaboration, and increased operational efficiency.
After a company-wide technology upgrade, the bank realized they could no longer access 3.5M important client mortgage records as they lived on a decommissioned legacy system. This issue caused a major non-compliance incident for the organization, costing them thousands of dollars for every day they didn’t resolve the issue.
Adlib enabled the bank to convert 3.6 million inaccessible legacy documents into searchable, high-quality PDFs in just six weeks. This process not only allowed them to recover the important mortgage information, but ensured they were back in compliance with the industry’s strict legal standards. As a result, the bank avoided possible fines for not following regulations and improved service to its customers. The success of this partnership shows the powerful impact of using advanced technology to solve complex problems in the finance industry.
Bank eliminates 95% of manual steps in archiving 20k daily trade documentation with Adlib
The bank faced significant operational challenges, including process inefficiencies and cost inefficiencies, as well as risks of non-compliance. The inability to render all trade transaction documentation in a timely manner meant failing to meet service level agreements (SLAs), while volume limitations hindered the processing of the required 20,000 documents per day. Complex tasks like document compilation were performed manually, further exacerbating inefficiencies. These issues led to an increasing overhead budget to accommodate a growing backlog and rising IT expenses for server infrastructure to support expanding unstructured data. Additionally, inconsistent archival practices and an archival backlog exposed the organization to the risks of non-compliance with Sarbanes-Oxley Act (SOX) and Securities and Exchange Commission (SEC) regulations.
For the C-Suite, implementing the new system reduced the risk of non-compliance and lowered costs due to increased staff efficiencies, while ensuring long-term, secure storage of documentation in line with SOX and SEC regulations. Knowledge workers benefited from spending less time on low-value document handling and enjoying hassle-free document compilation. For IT, the system reduced storage and server footprint, lessened the demand for intervention and support, and integrated easily with existing document input and content management systems.
Adlib works across your entire organization’s disparate data sources to read and distill all your critical documentation, from any source. It then automatically converts it all into machine-readable and compliant documents of record, and finally, deposits those standardized documents into a central database in submission- and archive-ready formats.
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Our engineering teams are constantly creating new schematics and blueprints within AutoCAD or MicroStation which need to be managed and archived. These CAD files would have far too many layers if they were not rendered so they need to be processed through Adlib first. Adlib delivers excellently converted AutoCAD renditions, which is highly important to us. These can be complex images so accurately transferring the detail is critical.
I do view Adlib as being a stronger solution than others.
Adlib is likely the best option on the market today. Adlib does a great job processing huge volumes with strong quality. Adlib is constantly online and processing files nightly 24/7. Our organization can’t really function without Adlib being operational, it is heavily embedded in the work we do.
Many people drop documents in a folder which is monitored by Adlib. Anything that is placed in our vault must first go through Adlib, so they eventually get their hands on basically any document we receive or create.
All the documents we are rendering are signed certificates ensuring that ships have been appropriately inspected. Our documents are relatively large and contain charts, graphs, and drawings. We want these rendered correctly and concisely so each certificate is accurate and professional looking. Adlib helps to add our logos, a watermark, and make the entire certificate look that much more professional. The fact that the renderings are really clean and well-formatted is a key benefit of Adlib.
When we made the decision to change rendering solutions back in 2016, we looked towards 3 separate vendors. Overall, Adlib seemed more mature as a software option.
We process all digital insurance claims through Adlib. The documents for claims can be quite robust, and commonly need to be files from many parties like police reports, fire and safety documents, and images.
I like that Adlib has designed a fairly niche product within the PDF rendering space. It is very good at what it does while remaining accurate and fast.
We initially looked at OpenText, but it didn’t meet our upfront requirements. I would happily give Adlib a positive referral. They deserve a 10 out of 10, as I view them as the strongest option available.
Adlib is integrated with Enovia, our active quality management tool. Every file type is rendered through Adlib as all materials are required to be stored as PDFs. The files we are processing can be a mixture of different things such as product specifications, ingredients, formulas, raw materials used in products, or specifics of packaging.
The majority of the documents we are rendering through Adlib are preclinical study reports, new drug developments, and general clinical documents. Due to how heavily regulated life sciences is, 100% of our documents are required to be transferred to and stored as a PDF. Working with the likes of Adlib keeps us complaint.
Adlib is fully embedded within M-Files. They have paired very well with each other which has kept us happy. When we were selecting Adlib, a key reason we did so was due to Adlib telling us how easily their software partners with other systems.
Use these expert insights in your evaluation of document rendering platforms to uncover the complexities of document conversion and determine the key capabilities your ultimate choice must have.
Best Practices For An Effective Document Archival
3 Ways You Can Standardize Corporate Compliance
7 Ways Documents Of Record Ensure Compliant & Audit-Ready Enterprise Repositories
Adlib Software helps organizations meet compliance and governance requirements by implementing a set of business rules upon ingesting documents across several formats to deliver a “document of record”. These business rules define the creation of a custom header-footer, watermarks and the auto-generation of a table of contents, besides combining multiple formats into a single readable-searchable PDF. The result is an audit ready document that meets compliance and governance requirements. In addition, Adlib Software’s Transform Platform also implements document security and archival features when rendering documents of record to be in compliance with such policies resident within an organization. Finally, it also provides audit trails and reporting capabilities to help organizations track and monitor document activity.
Adlib Software is ideal for industries that generate large volumes of unstructured data that has to be managed to mitigate compliance, operational, audit and regulatory risks. Major industries use that to leverage our capabilities are as follows:
In addition, Adlib Software is also useful for any organization that needs to manage and analyze large amounts of data in various formats.